POS: Check Options - Employee Discount

POS: Check Options - Employee Discount

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Back Office

Discounts

Navigation: Log into BO and select a Store, then select Products/Items > Discounts

On the Discounts page, select the Item Based, Check Based, or Mix and Match tab

When creating or updating any of the above type Discounts, the Employee Discount toggle is available and will be disabled (set to NO) by default.

If the toggle is enabled (set to YES):
  1. The corresponding Discount can be used, but only by Employees.
  2. The options Attach Customer, Membership Plan, Coupon Only, and Auto Discount will not appear.
  3. Users will not be allowed to enable the Coupon Only and Auto Discount toggles. 

Roles

Navigation: Log into BO and select a Store, then select User Management > Roles


When creating a new Role or updating an existing Role, the Employee Discount checkbox option will be included under the expanded POS dropdown section.

  1. The option will be disabled (unchecked) by default but can be enabled (selected) if needed.
  2. For Admin Roles: the option will be enabled (selected) by default.


POS

The workflow for Discounts function as-is. To apply an Employee Discount:


  1. The system will validate whether Access/Permission is given to the Employee trying to apply the Employee Discount.
    1. If the logged-in Employee currently has access, proceed directly to Step 3 to enter the Employee PIN.

  2. If the Employee does not have access, the 'Enter Approver PIN or Swipe Card' pop-up will appear, containing a number pad for entering the PIN of someone who has the permissions for approval.


  3. Once the PIN is verified, a similar pop-up will appear for providing the PIN of the Employee who will be granted the Discount.


  4. If the Employee PIN is valid, the selected Employee Discount can be applied.
    1. If not valid, an 'invalid message' notification will appear.


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Discount Entry Example

  1. Employee Name - Alex (his assigned Role currently has the Employee Discount toggle enabled (selected).
  2. Employee Discount - 20% Off Event

  3. Since Alex is placing the order, and he is eligible for the 20% Off Event Discount:
    1. When Alex attempts to apply the Employee Discount, the Manager PIN pop-up will be bypassed and the system will go straight to the Employee PIN entry pop-up.
    2. Alex enters his PIN to continue applying the Discount.

  4. If Alex was restricted (due to the Role he's currently logged-in as not having the Employee Discount option enabled (selected):
    1. The Manager PIN pop-up would first appear for a Manager to enter their PIN to approve use of the Discount.
    2. Alex would then enter his PIN on the Employee PIN pop-up to apply the Discount.

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